Some of the most valuable tax planning happens in the final 60 days before filing. Gary Pattengale, Advanced Planning Specialist and Wealth Advisor at Mesirow, joins Jon Hansen on Your Money Matters to talk about tips for filing. Gary talks about maximizing retirement contributions, business owner opportunities, and more! For more information, visit www.mesirow.com or call 877 Mesirow.
https://serve.castfire.com/audio/8022607/8022607_2026-03-09-221307.64kmono.mp3
Recent Posts
Mesirow Monday
Women are making more than ever before and they should be investing
.cls-7{fill:#fff;fill-rule:evenodd}
Equality in the household when investing
.cls-7{fill:#fff;fill-rule:evenodd}
Settling an estate and planning for retirement
.cls-7{fill:#fff;fill-rule:evenodd}
Caregivers, passwords and document access
.cls-7{fill:#fff;fill-rule:evenodd}
Medical power of attorney as kids go to college
.cls-7{fill:#fff;fill-rule:evenodd}
Click for more
Recent Posts
Your Money Matters
Inflation is a thief that no one is immune from
.cls-7{fill:#fff;fill-rule:evenodd}
The 50/30/20 rule with Build-A-Biz
.cls-7{fill:#fff;fill-rule:evenodd}
Be ready for natural fluctuations in the market
.cls-7{fill:#fff;fill-rule:evenodd}
Chicago Municipal Employees Credit Union hits 100
.cls-7{fill:#fff;fill-rule:evenodd}
Three must-do’s before selling your home
.cls-7{fill:#fff;fill-rule:evenodd}
Click for more